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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,094 | $99,957+14.1% | $149,715-23.8% | $73,493+55.2% |
| Participation rate | 62.9% | 75.7%-12.8pp | 82.5%-19.6pp | 70.7%-7.8pp |
| Annual return | 18.73% | 53.87%-35.1pp | 276.66%-257.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,850 | $3,191-42.0% | $4,645-60.2% | $2,270-18.5% |
| Participant deferral / active EE | $3,865 | $6,073-36.3% | $6,842-43.5% | $3,740+3.4% |
| Admin fee / account holder | $135 | $551-75.5% | $9,310-98.6% | $513-73.8% |